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Extended Care Planning: Risk Transfer Funding Options

Presented By:

Date
Tuesday, September 18, 2018
Time
6:00 PM
Location
Butler Office
Address
106 S. Main Street, 4th Fl
Butler, PA 16001

Extended Care Planning is often one of the most overlooked pieces of a Financial Plan, though potentially may have the biggest impact on the physical, emotional, and financial well-being of you and your family. 

Please join me and Rob Schweitzer, attorney with Julian Gray Associates, at our Butler Hefren-Tillotson location for this no obligation seminar.  We will discuss the available funding options available today, how Medicare and Medicaid may or may not play a part, and the process of working through these difficult times and the planning considerations for you and your family. 

Reservations are highly suggested as space is limited. 

Reservations can be sent to Jessica Tate at jessica.tate@hefren.com or by calling (724) 283-3788.

 

Register to Attend

There is no charge to attend this seminar but space is limited. Please submit the form or call 888-405-0990 to reserve your space.

Hefren-Tillotson Inc. is a leading diversified financial services firm providing investment and retirement plan management and comprehensive, financial planning through MASTERPLAN® for individuals and businesses. The firm’s wealth management services are administered by Certified Financial Planner (CFP) professionals, Chartered Financial Analyst (CFA) Charter holders, attorneys, Chartered Life Underwriters, and CPA/PFS’s. Hefren-Tillotson offers corporate services including 401(k) retirement planning, executive financial counseling, fiduciary reviews and workplace financial planning seminars. Founded in 1948, the firm is headquartered in Pittsburgh and has offices located in Pittsburgh, Butler, Greensburg, North Hills, and South Hills. MEMBER SIPC.

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